See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,880 | $201,272-63.8% | $184,203-60.4% | $145,922-50.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.72% | 29.00%-21.3pp | 28.81%-21.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $13,586 | $7,022+93.5% | $6,427+111.4% | $4,660+191.6% |
| Participant deferral / active EE | $8,680 | $9,806-11.5% | $9,131-4.9% | $6,688+29.8% |
| Admin fee / account holder | $4,395 | $16,364-73.1% | $13,901-68.4% | $13,397-67.2% |